Training Plans' builder allow you to create a training plan for people by sequencing courses.
Please read the ❔ Instructions tab before proceeding.
Click the 
Add button to create a Training Plan in the left panel then drop courses over the Training Plan node to start.
Click on the items icon on the right ✏️ ⏳ to Add/Edit properties.
Course icons:
- ￬ Prerequisite course
- ⟳ Retraining course
- – One time course
Remove a Training Plan or Course by dragging the most inner node from the left panel and dropping it in the light yellow area on the right panel.
What's next? After you create a Training Plan you can assign people to it through the Course's module/Assign.
You can collapse this panel by clicking 💡 Tips on top
Please drop node into the light yellow zone to remove it from the Training Plan
Training Plans
Courses(Go to Courses module/Courses to edit properties)
This grid show changes made to students sorted by most recent date.
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Instructions
The Training Plan Builder allows you to create structured training plans by sequencing courses for individuals.
Once you've created a Training Plan, you can assign it to participants through the Courses/Assign section.
Training Plan Elements
￬ Top-Level Course:
Also known as the Level 0 or Root course, this course has no prerequisites and serves as the entry point for the Training Plan. When a Training Plan is assigned to a group, this is the first course participants receive.
Child Courses:
In this hierarchical structure, the parent course is always a prerequisite for its child courses. This means participants must complete the parent course before starting the child courses.
Retraining Property (Days):
This course property, set in the Edit Course form within the Course module, determines whether a ⟳ course repeats after a specified period or remains a one-time requirement –.
- X days: ⟳ Retrain in this course every X days. The course will be marked as "Not Current" after the retraining period elapses. Child courses cannot begin while the parent course remains "Not Current."
- 0 days: – One-time course. The course remains "Current" indefinitely after completion.
Wait Time Property (Days):
The number of days that must elapse after the parent course is completed before the child course can be assigned and started.
Exempted courses:
An Exempted course is a learning item that has been manually marked as "Exempted" for a specific user. This designation affects how the course behaves within a Training Plan and how it contributes to compliance tracking.
✅ When a course is marked as Exempted:
The course is unassigned to the user and does not count toward compliance.
Within the Training Plan, the course is treated as completed, allowing the next course in the sequence to be assigned (if not already).
The Training Plan progresses normally, skipping the exempted course but maintaining the overall learning flow.
❌ When a course is unmarked (Exempted status removed):
The course is assigned to the user and included in compliance tracking.
The Training Plan resumes standard behavior, treating the course as a prerequisite for any dependent (child) courses.
The user must complete the course before progressing to subsequent learning items.
Note: You can mark a course as Exempted through the Student TP Status tab by clicking the Exempted checkbox (last column on the Status grid).
Training Plan Rules
Retraining Check Routine:
Once a Training Plan is created and assigned, the system runs a daily routine for each participant to determine whether it is time to retrain. If retraining is needed, the routine automatically assigns and notifies participants of their next course(s) in the sequence.
1. Verify Parent Course Completion:
- Checks whether the parent course is completed based on its completion date.
- If completed, verifies whether the child course's Wait Time has elapsed.
2. Assign Course if Parent Completed and Wait Time Elapsed:
- Determines whether the course is already assigned to the participant.
- If assigned, checks its status and updates the Training Plan status accordingly (e.g., "Overdue", "Current").
- If not assigned, the system assigns the course and sends an email notification.
3. Update Training Plan Status:
- If any changes have been made to the participant, the system updates the Training Plan status as needed.
4. Repeat the Routine for Each Assigned Participant.
Summary
The whole Traning Plan process ensures that prerequisite (parent) courses are completed before assigning child courses. The system automatically updates statuses and sends notifications as needed.
Click Training Plans tab to start.